NAV5/23/2019 Chg.-0.8700 Type of yield Investment Focus Investment company
136.4600EUR -0.63% reinvestment Capital protected Worldwide DWS Investment S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2008 - - - - - -6.68 -2.51 1.78 -8.25 -10.62 -1.58 -1.32 -
2009 -0.27 -5.62 1.48 7.87 4.77 -0.98 4.73 2.85 2.07 -1.28 0.29 5.06 +22.25%
2010 -0.83 1.17 6.41 1.06 -2.91 -1.07 -0.10 0.03 1.32 1.03 2.42 4.45 +13.42%
2011 -2.05 0.47 -1.98 -0.77 0.73 -4.27 0.11 -3.42 -0.77 1.26 -0.87 1.06 -10.16%
2012 2.57 2.78 1.00 0.02 -2.60 0.05 5.22 -0.59 0.33 -1.64 1.21 -0.38 +8.01%
2013 2.02 2.36 4.06 -0.35 1.74 -3.60 1.82 -1.76 3.40 1.50 1.44 0.06 +13.17%
2014 -1.86 2.58 -0.44 -0.51 3.65 0.80 1.55 1.32 0.89 -0.96 4.20 0.54 +12.23%
2015 3.93 4.79 2.56 -0.29 1.17 -4.49 1.40 -8.91 -1.38 2.19 0.88 -1.30 -0.25%
2016 -2.83 0.05 0.34 0.15 1.06 -1.99 4.45 0.30 -0.74 0.24 3.08 1.73 +5.77%
2017 0.52 4.02 -0.10 -0.48 -0.59 -1.09 -0.57 -1.77 1.15 1.94 -0.28 0.69 +3.35%
2018 1.36 -3.24 -4.20 2.74 3.22 -1.06 1.80 1.17 0.55 -5.91 -0.07 -3.61 -7.48%
2019 2.58 2.25 2.09 3.76 -3.64 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.56% 7.13% 8.49% 8.77% 8.85%
Sharpe ratio 2.99 1.55 -0.05 0.44 0.43
Best month +3.76% +3.76% +3.76% +4.45% +4.79%
Worst month -3.64% -3.64% -5.91% -5.91% -8.91%
Maximum loss -4.13% -5.41% -10.22% -10.80% -18.36%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+7.06%
6 Months  
+5.18%
1 Year
  -0.77%
3 Years  
+11.15%
5 Years  
+18.97%
Since start  
+36.46%
Year
2018
  -7.48%
2017  
+3.35%
2016  
+5.77%
2015
  -0.25%
2014  
+12.23%
2013  
+13.17%
2012  
+8.01%
2011
  -10.16%
2010  
+13.42%